Global Search
Learn how to overcome the limitations of Acumatica’s global search when dealing with custom fields and discover a simple coding solution to make all your data searchable.
(a) Challenges
Many Acumatica users love the global search bar because it allows you to find almost anything in your system. However, a common pain point arises when trying to locate information within custom fields. The default global search function does not automatically index these custom fields. This means that even though you have created custom fields, such as for “customer satisfaction rating” or “project complexity,” searching for information within them can be difficult. It can feel like “pulling teeth” trying to find specific records based on your custom fields, and you might find yourself “banging your head against the wall” in frustration. This lack of automatic indexing for custom fields can lead to users having to manually sift through records to find the information they need. The global search feature, while powerful, is not “magic” and requires a little extra configuration to work with your customizations.
- Frustration: Users struggle to find data in custom fields.
- Time-Consuming: Manual sifting through records is often necessary.
- Limited Functionality: The default global search doesn’t recognize custom fields.
(b) Solution and Benefits
The good news is that there’s a straightforward solution to this problem. To make your custom fields searchable, you need to add a small piece of code to the header’s note ID field in Acumatica. This code acts as a signal, informing Acumatica to include your custom fields in the global search. The specific syntax you need to add to the note ID field is search category px.objects sosm search category followed by the header’s field name. This small adjustment will allow the global search to scan your custom fields. For example, if you have a custom field called “project complexity”, you can make this searchable by adding the code to the header’s note ID field, and typing “highly complex” in the global search bar will find projects with this custom field. The header’s data access layer (DA) acts like a “roadmap” for Acumatica, guiding it to where the information is stored. By adding this line of code, you are essentially updating the roadmap.
- Simple Solution: A single line of code can resolve the issue.
- Timesaving: Eliminates manual searching and sifting through records.
- Enhanced Search: Global search can now find data in custom fields.
- Increased Productivity: Easily find the data you need to work efficiently.
- Easy Implementation: No need to be a “coding wizard”, the code is straightforward.
Benefits of Using This Solution
By implementing this simple solution, you will unlock the full potential of Acumatica’s global search. This will allow you to easily search and retrieve data from any field within your Acumatica system. This means you no longer need to manually sort through records to find specific information. This approach can save you considerable time and effort. It also enhances your overall productivity by making information more accessible. Custom fields can now be easily integrated into your search parameters.
Call to Action If you are looking to further enhance your Acumatica experience, consider reaching out to Tyana Solutions, the largest service partner with Acumatica Cloud ERP. With a team of experts like Gary, who has tackled over a thousand cases and has seven years of experience working with ERPs, they can help you with implementations, customizations, and overall support for Acumatica.